Filed March 5, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,994 | $110,094-48.2% | $151,611-62.4% | $68,494-16.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.15% | -10.12%-6.0pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,515 | $4,471-43.8% | $6,166-59.2% | $2,596-3.1% |
| Participant deferral / active EE | $5,757 | $6,527-11.8% | $8,363-31.2% | $4,027+43.0% |
| Admin fee / account holder | $2,925 | $7,719-62.1% | $11,616-74.8% | $5,403-45.9% |